bosley
- 20 Feb 2004 09:34
Biscuit
- 26 Jun 2006 18:53
- 17402 of 27111
Alan, How many Supermarket buyers do you run into on your travels?? Remember, Martin Wagner is from ASDA, so he'll know exactly how the game is to be played! I dare say he'll be careful on the contracts too so that SEO don't get caught out!
Biscuit
hewittalan6
- 26 Jun 2006 18:57
- 17403 of 27111
LOL.
Just 2 biscuit.
One on a flight (years ago) and a shit cricketer.
Come to think of it, he may not have been a buyer! Might have been the bloke who tries to flog stuff to buyers!
Twas many aeons back.
Alan
explosive
- 26 Jun 2006 20:43
- 17404 of 27111
Alan,
Your conversation has just caused me to remember something from when I worked at IBM. Used to do litigation for the accounts payable function and so dealt alot with buyers there...... Yes I know different market all together but I do remember them talking tactics or boasting you might call it.... Anyway the best price scenario was often used, where they tested hardware and then bought it very cheap and sold very dear creating increased revenue on new product lines etc.... The supplier gets market exposure in recognised testing and product sales proving it works for next to free and the seller gets to see if a hit with the punters. Very good for all round. Now Martin Wagner I'm sure recognises that Wallmart/Asda are far more repitable then the co-op so will be prepared to offer increased discounts for global exposure!! I suppose if the packaging saves enough money and the punters don't care how it comes we'll get roll-out anyway.... But if the punters like it and prefer the packing Martin Wagner has a larger say in how much the packaging costs. just a thougt or old memory should I say...
ssanebs
- 26 Jun 2006 23:36
- 17405 of 27111
There is no doubt that WM will get a hefty discount due to their status, and also that they will be in control of events. SEO will have to be patient over this as well as investors. I am sure that wrap 100 will be the first product on board with perseco due to thier high level of interest of adoption. If Greenseal is not commercialsed now then seo management will be seriously weakened after stating that it would be witin 8 weeks. Hopefully things have been moving ahead behind the scenes and we will know this week...hopefully
kimoldfield
- 27 Jun 2006 08:34
- 17406 of 27111
Interims due on Thursday (I hope), those of a nervous disposition should hide behind the sofa. Surely the report will be packed with good news???
kim
Biscuit
- 27 Jun 2006 09:48
- 17407 of 27111
Looks like 2 big trades at 8.5p last night after hours.
hewittalan6
- 27 Jun 2006 09:52
- 17408 of 27111
By Thursday, Kim, I will be on a beach in Mexico, so the interims will not bother me one way or the other. ;-)
I'll just wait till I get back to see how rich / poor I am.
Alan
kimoldfield
- 27 Jun 2006 10:00
- 17409 of 27111
There is a pigeon, trained and ready to go Alan, a message will be delivered to the beach of your choice! Have a good holiday hombre.
kim
greekman
- 27 Jun 2006 10:14
- 17410 of 27111
Whilst agreeing that a trial may mean ' owt for now't ', I feel that the trials were so in depth and time consuming on both sides ( now over 12 months ) that Asda and Seo must have discussed very big figures.
Biscuit
- 27 Jun 2006 10:25
- 17411 of 27111
I don't think the delay in fitting Greenseal is purely down to SEO, I think the main problem has been finding the capacity to fit and test properly, the equipment with a supplier. I would have thought 3 months over Christmas would have been more or less written off. Then, if SEO were waiting for delivery of spare lidding machines, that would have delayed things by a month or 2. If it was all down to problems with Greenseal equipment and Stanelco, I doubt wal-Mart would be talking to them, they would only have gone on feedback from ASDA surely. All just my opinion.
Biscuit
greekman
- 27 Jun 2006 10:58
- 17412 of 27111
Biscuit,
Yes, I fully agree. Not saying it was down to any particular problem with greenseal, ( as we were told it was mainly the down time re the machines ) , just that the trials were time consuming. I like you think that if there had been any significant problems we would have been informed by now. My point being that to spend over 12 months on trials, both companies would want significant rewards for the time spent.
EWRobson
- 27 Jun 2006 14:19
- 17413 of 27111
Thanks, Alan: suspect we have hit the nail on the head re the commercialisation issue. This process has not been a problem to ASDA as they have had significant exposure with so-called trial packaging hitting their shops. Latterly, the problem has been round the clock working and taking machines out of service for retro-fitting. Nor have we heard much recently about licensing deals so how profitable will the deal negotiated be to SEO? OK, Tesco, Sainsbury et al will be in the wings but their approach doesn't differ one jot. I accept the argument that Martin Wagner is now on board; was the primary reason for his recruitment that it dawned that they had been taken for a ride in the negotiation last Spring. So commercialisation should mean some lolly but hardly on favourable terms. I hope I am not being unduly pessimistic. Even if the deal is not that profitable, we should still get some overhead coverage and a basis for decent profits from softer parts of the market (if they exist in packaging!).
Eric
Biscuit
- 27 Jun 2006 16:44
- 17414 of 27111
Another big buy after hours tonight.
angusrjy
- 27 Jun 2006 19:50
- 17415 of 27111
Can anyone elaborate as to why non of the Directors, the CEO or the chairman has bought any shares in SEO recently. Only Ian Balchin And P Lovegrove have shares (not that many either) and they have had these for some time. Surely if they had confidence in the company and it's products they would buy in?
samon
- 27 Jun 2006 21:04
- 17416 of 27111
Happy holidays Alan.
Lets hope there is news before you return and that the news brings lots of smiling faces -we all seem to be a little 'down' at the moment on this thread.
samon
- 27 Jun 2006 21:54
- 17418 of 27111
Well!!!!!
We need a Happy, Happy , Happy Face not one a little bit sad.
Know it hurts a bit because the sp is down - but this is normally a happy positive thread and you all usually play at 'silly (or should I say clever) jokes when there is no news to discuss.
However lately you all have me worried - lots of you have vanished and the rest of you - well ???
Anyway - goodluck and hope the sun shines on you all soon.
pinnacle
- 27 Jun 2006 22:12
- 17419 of 27111
I am still here!
The Directors are not well paid and do not have disposable income after the penal tax we all live under to invest - also to do so could cause problems with potential customers!
This company is for the future and if their clients are anything like those that I have to deal with then patience is certainly a virtue!
Let's hope it comes good while we are all young enough to enjoy it!
kimoldfield
- 28 Jun 2006 01:17
- 17420 of 27111
Don't worry Samon, we are all going to be smiling soon. It could be a manic, gone totally bananas, type of grin, or it could be a really happy, got rich, type of grin!!
kim
greekman
- 28 Jun 2006 08:26
- 17421 of 27111
angusrjy ,
It is also because they are in a closed period. Even prior to that they would be wary of the LSE rules if they dealt in SEO shares if there was the possibility of info re the ongoing trials or negotiations of contracts leaking out, ( insider dealing ).